What should you consider when looking at your 2023 tax return? Check out checklist below that...
Organize Your Investments: A Guide to Structuring Your Portfolio for Long-Term Success
When it comes to investing, our message has long been loud and clear: Build a well-structured...
Lump Sum vs. Dollar-Cost Averaging – Which is Right for You?
In a recent piece, we explored how to invest available cash: Should you invest it all right away...
Maximizing Returns in Stock Market Investments
Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s...
ESG Investing: How Do We Measure “Good”?
As we covered recently, environmental, social, governance (ESG) investing is a relatively new...
What Issues Should I Consider at the Start of the Year?
Is it time to assess the progress you made toward your goals last year? Do you expect changes to...
Q4 2023: Turning Dovish
In growing anticipation of a potential Fed easing, bond yields trended lower and stocks moved...
Navigating ESG Investing: Decoding Opportunities and Priorities
If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No...
2023 End Of Year Financial Best Practices
Scan the financial headlines these days, and you’ll see plenty of potential action items vying for...
Meaningful Reflection For the Holiday Season
If you think about it, “reflection” is an interesting word. Depending on the context, it can mean...
Market Madness and Wisdom
In a bit of a paradox, you’ll find the following two titles on our recommended reading list: The...
What Issues Should I Consider Before the End of the Year?
Do you have unrealized investment losses in your taxable accounts? Do you expect your income to...
Mastering Investing: Minimize Mistakes, Maximize Opportunities
Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to...
Q3 2023: Ups and Downs
The strong price momentum experienced during the first half of 2023 continued into the start of...
Mastering Social Security: Navigating the Future with Confidence
In planning for retirement, one topic is often top of mind: What if Social Security goes bust? ...
Navigating Stock Buybacks: Pros, Cons, and Regulatory Landscape
In our last piece, we summarized the ways a successful stock buyback can deliver powerful,...
Inside Stock Buybacks: Strategies and Motives
In our last piece, we explained how stock buybacks generally work, and why we prefer investing in...
Decoding Stock Buybacks: Tool or Trouble?
Stock buybacks—i.e., a company repurchasing shares of its own stock—have been targets for praise...
Choosing Total Return Over Dividend Stocks: A Strategic Investment Approach
In Part 1 we described why dividend investing—or, stocking up on stocks with a reputation for...
The Lifestyle Creep: What It Is and How to Avoid It
We’ve all been there. We see a friend or family member upgrade their car or home and think,...
The Truth About Dividend Stocks: Unmasking the Illusion
There’s a popular perception that “dividend stocks”—i.e., stocks with a reputation for paying out...
Maximizing Financial Success: The 80/20 Rule
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the...
Q2 2023: Optimism Grows
Investor confidence grew in the second quarter as most economists delayed the likelihood of a...
The Importance of Changing Your Long-Term Services and What to Look for in a New Provider
We all know that change is inevitable, but it’s not always easy to make. This is especially true...





























Graham Ditus


Tim Kulick, CPA®
Drew Kelleher, CFP®


